QuoteWerks vs Quotient

PandaDoc

Proposify

Tradify

Proposable

Compulife Quote Software

Quoter

Compare QuoteWerks and Quotient based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

PandaDoc is a cloud-based document management solution that streamlines the creation, approval, tracking, and electronic signing of business documents. The platform offers document generation capabilities that allow users to create custom agreements and proposals using a drag-and-drop editor and pre-built templates. Its Configure Price Quote (CPQ) feature enables the generation of error-free, personalized quotes tailored to each buyer's needs.

Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster.

Powerful proposal software for teams. Streamline the way your team creates, delivers and tracks all your sales proposals.

QuoteWerks is a web-based configure price quote (CPQ) software solution which enables companies of all sizes to create, edit & view quotes and proposals online

Access Controls/Permissions

Accounting Integration

Activity Dashboard

Alerts/Notifications

Approval Process Control

Approval Workflow

Audit Trail

Automated Quoting

Automatic Formatting

Billing & Invoicing

Bills of Material

Catalog Management

Client Portal

Collaboration Tools

Contact Management

Content Library

Contract/License Management

Customer History

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Data Import/Export

Discount Management

Document Automation

Document Management

Document Review

Document Storage

Document Templates

Drag & Drop

Electronic Payments

Electronic Signature

Email Management

Estimating

Forecasting

Guided Selling

Knowledge Base Management

Multi-Currency

Order Management

Price and Cost Calculations

Price/Margin Management

Pricing and Cost Calculations

Pricing Management

Product Configurator

Proposal Generation

Quotes/Estimates

Real-Time Data

Reminders

Renewal Management

Reporting & Statistics

RFP Management

Sales Automation

Self Service Portal

Template Management

Templates

Third-Party Integrations

Version Control

Workflow Management

QuoteWerks

Web-based

Windows

I tried to contact several times but each time I am having problem connecting. It may be my machine problem but I am a little disappointed.

Vice President of Sales and Marketing

The software makes it very easy to copy and paste information as well as edit where appropriate. An easy to understand gauge of cost/sales price and profit% allows for simple cost and profit tracking.

Sales 

A great tool for up selling and cross selling to clients. This is a very robust and reliable Quoting package and sits perfectly between Autotask (our CRM package) and Sage (our accounting package).

President

While QuoteValet (web-based) appears more modern, the desktop app feels a bit "Windows XP. Overall, fantastic software, extremely affordable, and highly recommended to anyone in the IT industry.

Owner

Quoteworks is great for sending my customers quotes via email, regular mail, or just on site. They are very flexible, integrates with other programs, and the support is great.

IT Administrator

The ability to change the templates and the customer service is outstanding.

We have been using QW for many years because of its ease of use. Aspire never stops making this product better and their support team is fantastic.

Senior Account Executive

It's a good quoting tool, clear to read, and you have the option of connecting data w/distribution. Overall, it's been reliable.

Vice President

Fantastic tool for building and managing your sales opportunities and quotes.

System Administrator

Over all this is a great program, very easy to deploy and use, it is comparable with a lot CRMs and account software, and they provide some cool options for extra cost as well.

Director of IT

Quotewerks is a great tool, and will soon integrate with our new CRM, making it very useful.

VP, Sales

They also listen to suggestions and will quickly implement improvements if you've got a (legitimate) good idea. QuoteWerks is a top 5 app in my business.

Office Manager

Very easy to use and very practical. Perfect for 1 page proposals as well as very complex proposals.

Knowledge base sometimes can be though to find information and they send out several updates through out the year, this can be a bit of a problem when trying to stay current.

The item numbers are limited to a certain number of characters which causes the sync to QuickBooks to fail if your part is too long.

Inside Sales Manager

Some field labels I've created are too long and won't fit, so most of the label info is lost on the screen.

Bid Coordinator

I don't think I've even begun to scratch the surface of what this software can do. It's definitely worth the time to get it up and running.

Purchasing

Software was relatively easy to use but it was also very unstable. We used this program for 10+ years and it was good enough to get us through day to day operations.

QuoteWerks screenshot: Create, edit, and view quotes from anywhere using a web browser

QuoteWerks screenshot: Use Etilize Search to locate distributor products

QuoteWerks screenshot: Find a ConnectWise contact by searching the company name

QuoteWerks screenshot: View document information including document number, status, and type

QuoteWerks screenshot: Preview, print, email or upload quotes to QuoteValet

QuoteWerks screenshot: Deliver quotes via email

QuoteWerks screenshot: Search products by manufacturer, description or keyword

Freelancers

Large Enterprises

Mid Size Business

Small Business

Compulife Quote Software is a quoting solution for the insurance industry, which provides features such as customizable forms, insurance quotes, mobile access, and responsive design.

Proposify is a cloud-based proposal management solution that helps businesses streamline the sales process from conversation to close. The software provides professional branded proposals, quotes, and contracts that help businesses close deals faster. Its proposal automation feature allows users to create interactive quotes, legally binding e-signatures, and payments within the platform.

Tradify is job management platform & mobile app designed for small businesses that makes it easy to quote, schedule, track & invoice jobs on the go.

Quotient is a cloud-based quoting software to create, send and approve quotes online. With Quotient you can create professional, branded quotes and save templates to automate the quote creation process in the future. Use Quotient to track the progress and your clients can accept quotes online.

Product Catalog

Sales Trend Analysis

Visual Configuration

Quotient

Inside Sales Representative

I enjoyed quotient for its ability to provide beautifully laid out quotes. The best part about Quotient is everything is on the same page.

Business Coach

Quotient is a great product and easy to use... and best of all Nathan is very responsive to input and questions. Don't you just love it when things just do what they are supposed to.

I liked the software and that it integrated with our CRM (Insightly). The setup was easy and pretty useful.

Partner Manager

So simple but so powerful. Then, throughout the next 2 and a half years, the Quotient team have delivered all the best features that are well thought out and easy to use.

So far so good, seems easy to navigate and to setup quotes is also easy I would recommend this product to anyone looking for a professional looking quote system.

There are many other useful features, like the ability to put in the cost prices on quoted items and set a default markup percentage, which can the be adjusted per line item on the fly if required.

Store Manager

The old system had us searching through each others' folders for client information which could be both irritating and time-consuming.

The simplicity and the ease of use. It’s not overly complicated and makes it easy to build out a quote of varying degrees.

Fantastic product with amazing customer support.

Their customer support is incredible too. If you want the best quoting system, and to see more clients approve your quotes, sign up with Quotient today.

Chief Innovation Officer

We started using this app for quotes for legal services about a month ago. We really like all the features and how easy it is to use and set up quotes and templates.

No notice on pricing changes and got no response when I questioned the 50% increase.

CEO 

This allowed me to save a little on cost and gave me enough time to try the product. They are quick to jump in and help when I have queries or if I struggled with the system.

Owner/Operator

This software allows me to spend less time on quotes, and also creates quotes that are attractive, professional, and more likely to convert to a sale.

If you are going to make this part of your business watch out as they can jack your pricing at will with no notice.

IT Manager

Search is limited to looking for the beginning of a part code/desription string. If you are looking for a search term in the middle of a string, you won't find it.

Cybersecurity Analyst

Quotient's system is simple to use and offers it's users easy to use templates which integrates well into other platforms for maximum efficiency.

Quotient has made my life so much easier. Between spending less time quoting, and having better quotes that are more likely to convert, it's hard to complain.

QuoteWerks vs Quotient Comparison (2026)

QuoteWerks

Quotient

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives